Broker Check

Past Events

Client Event

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State of the Markets Happy Hour

On July 14th, we hosted a happy hour at The Palate Food and Wine Bar. Attendees learned how this year's Presidential Election may impact the markets, U.S. and International Stock and Bond markets, oil prices, interest rates, inflation, and much more from special guest Todd Price from JP Morgan.

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Basics of Social Security

On April 21st, we hosted a Luncheon at Chinook Tavern to discuss the basics of Social Security, the changes that our clients needed to know, and the APRIL 30th DEADLINE to utilize the old rules.


Holiday Open House

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Client Event

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